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Christopher Hoy

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
11,941 clients
Average Client Portfolio
$364K average
Assets Under Management
$4.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1.0M2.00%
$1.0M - $2.0M1.80%
$2.0M - $5.0M1.60%
$5.0M - $10.0M1.40%
$10M+1.40%

Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

940 N. Industrial Dr., Elmhurst, IL, 60126-1131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher supports Jonathan Hoy's transition to LaSalle St. Christopher also engages in fixed annuity and life insurance sales and service.

Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
April 2024 - Present · 1 yr 10 mos
Lasalle St Securities, L.L.C.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Equitable Advisors, LLC
January 2022 - April 2024 · 2 yrs 3 mos
Equitable Advisors, LLCBroker
December 2021 - April 2024 · 2 yrs 4 mos
State Registrations17 states
CACOCTFLGAINMAMENCNHNYPARISCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Hoy - Financial Advisor | TrueAdvisor